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Combine with an outside perspective to help establish, implement and manage corporate schemes.
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Understand the rules, the options, the processes and the comfort in being compliant.
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Personal Wealth Management
How we work together
Listening to understand your goals in life. Guiding each other to help you get there.
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Reviews, assessments and management of your tax affairs. Information on various tax types.
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Guiding clients through market fluctuations. Identifying opportunity and managing risk.
Courtiers Funds
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Key information and fund detail. Includes prices, performance and documentation.
Investing in Courtiers Funds
Explore the various routes to investing in Courtiers Funds, for new and existing investors.
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Explanations of the costs and charges associated with investing in Courtiers Funds.
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Information and links to download detailed documentation.
Documentation
Access product and fund information alongside the latest financial reports.
Company & People
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From then to now…why Courtiers exists and what drives us.
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Meet the people steering your investments in the right direction.
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20
Aug
Can I pass my property to my children to cut my tax bill?
Reducing Inheritance Tax bills? Gifting away your home or signing over the deeds to a loved one to mitigate IHT isn't straightforward. Seek guidance and weigh up the pros and cons.
Paul Kemsley
Tax
13
Mar
Time flies – don’t let opportunity fly with it
A quick checklist to help to ensure you’re making the most of your allowances before the new tax year.
Paul Kemsley
Tax
03
May
Helping Your Children Buy Their First Property
Helping you get your children or grandchildren onto the property ladder with informed investment advice.
Paul Kemsley
Investment
Tax
03
Mar
Budget Rumours… Gathering Pace
Commentary surrounding the many rumours circulating around what the Chancellor of the Exchequer will and won’t announce in his budget on the 16th March.
Paul Kemsley
Tax
24
Feb
Can I pass my property to my children to decrease my tax bill?
When planning for Inheritance Tax, it's important to understand the risks of transferring property to your children. By doing so you will no longer be the legal owner of the property.
Paul Kemsley
Tax
18
Sep
Pension Input Periods to align with the Tax Year
In the Summer Budget on 8 July 2015, George Osborne announced that pension input periods (PIPS) would run in line with the tax year from 6 April 2016. He also announced that the annual allowance…
Paul Kemsley
Pensions
Tax